Anic Equity¶
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Total return since start: 0.549 %¶
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Equity now: -----------------------------> 47324.55 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 45926.56 Kr¶
PnL: ---------------------------------------> -962.01 Kr¶
DD now: ---------------------------------> -2.684 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-27 09:19:06.672414'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | -0.160000 | 3105.000000 | 178.000000 | 6.080000 | 2927.000000 |
| HEBA B | 70 | 0.000000 | 2772.000000 | 136.000000 | 5.160000 | 2636.000010 |
| HMS Networks | 2 | -0.910000 | 783.600000 | 110.600000 | 16.430000 | 673.000000 |
| SAAB B | 8 | -0.600000 | 3422.400000 | 45.400000 | 1.340000 | 3377.000000 |
| Nordea Bank Abp | 29 | 0.400000 | 3497.400000 | 43.400000 | 1.260000 | 3453.999992 |
| MedCap | 2 | -0.220000 | 462.000000 | 41.000000 | 9.740000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 0.100000 | 390.200000 | 35.200000 | 9.920000 | 355.000000 |
| Corem Property Group B | 59 | 0.000000 | 598.850000 | 21.850000 | 3.790000 | 576.999999 |
| Resurs Holding | 22 | 0.220000 | 595.100000 | 21.100000 | 3.680000 | 573.999998 |
| AcadeMedia | 12 | -0.170000 | 577.680000 | 20.680000 | 3.710000 | 557.000004 |
| Norva24 Group | 16 | 1.270000 | 560.960000 | 17.960000 | 3.310000 | 543.000000 |
| Eastnine | 4 | 0.790000 | 508.000000 | 17.000000 | 3.460000 | 491.000000 |
| Swedbank A | 3 | 0.550000 | 579.000000 | 15.000000 | 2.660000 | 564.000000 |
| Intrum | 4 | -0.510000 | 542.000000 | 15.000000 | 2.850000 | 527.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.180000 | 576.450000 | 14.450000 | 2.570000 | 562.000005 |
| OEM International B | 7 | -1.030000 | 540.400000 | 12.400000 | 2.350000 | 527.999997 |
| Securitas B | 6 | 0.330000 | 578.040000 | 8.040000 | 1.410000 | 570.000000 |
| Creaspac SPAC | 6 | 0.310000 | 582.600000 | 5.600000 | 0.970000 | 577.000002 |
| Karnov Group | 9 | 0.170000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.000000 | 246.720000 | 0.720000 | 0.290000 | 246.000000 |
| Coor Service Management Hold. | 8 | -0.750000 | 531.600000 | -0.400000 | -0.080000 | 532.000000 |
| Boozt | 12 | -1.150000 | 1652.400000 | -1.600000 | -0.100000 | 1653.999996 |
| Handelsbanken A | 5 | 0.280000 | 541.500000 | -4.500000 | -0.820000 | 546.000000 |
| Midsona B | 63 | 1.110000 | 574.560000 | -8.440000 | -1.450000 | 582.999984 |
| Essity B | 2 | 0.110000 | 549.800000 | -24.200000 | -4.220000 | 574.000000 |
| CTEK | 13 | -4.460000 | 507.000000 | -27.000000 | -5.060000 | 533.999999 |
| International Petroleum Corp. | 5 | 2.540000 | 566.000000 | -28.570000 | -4.810000 | 594.565215 |
| Essity A | 4 | 0.550000 | 1104.000000 | -45.000000 | -3.920000 | 1149.000000 |
| Vivesto | 1368 | -1.230000 | 547.200000 | -65.800000 | -10.730000 | 612.999432 |
| Sampo Oyj SDB | 7 | 0.370000 | 3773.000000 | -77.000000 | -2.000000 | 3850.000000 |
| Fasadgruppen Group | 35 | 1.550000 | 3668.000000 | -143.000000 | -3.750000 | 3810.999990 |
| Beijer Electronics Group | 26 | 0.740000 | 2823.600000 | -147.400000 | -4.960000 | 2971.000006 |
| OX2 | 18 | -1.460000 | 1397.700000 | -266.300000 | -16.000000 | 1663.999992 |
| Axfood | 13 | 0.340000 | 3480.100000 | -275.900000 | -7.350000 | 3756.000001 |
| Ovzon | 52 | -0.940000 | 2750.800000 | -611.200000 | -18.180000 | 3361.999992 |
| TOTAL | 45926.560000 | -962.010000 | -2.68423% | 46888.564618 |
Updated:¶
'2023-01-27 09:19:19.554404'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
